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Fidelity Real Estate

Successfully delivering client outcomes for over 15 years via a risk-centric, cashflow-driven investment approach

Fidelity Real Estate’s capabilities lie across the core to value-add risk spectrum, offering income solutions through to climate impact strategies. Our strategies focus on investing in high quality real estate properties across core locations in the strongest and most liquid markets of Europe. Our portfolio managers’ bottom-up investment approach is supported by a robust risk management framework and research process we have developed in-house.

Our investment philosophy is based on four key fundamental beliefs:


Identify attractive assets in strong locations

We take a bottom-up, data-driven approach to identify mispriced opportunities and assets backed by structural trends


Take advantage of market knowledge across Fidelity

Local knowledge and cross asset class insights from the wider Fidelity platform to help us identify attractive opportunities for themes early


Focus on income quality

“Know your occupier” (KYO) is at the heart of our process; we take a fixed income approach to occupier DD leveraging based on Fidelity research


Active asset management

We take a hands-on approach to asset management to protect and enhance value

As a result of our fixed income like, cashflow-driven investment approach and by leveraging our vast research capabilities across multiple asset classes, Fidelity Real Estate has successfully delivered client outcomes for more than a decade.

Our latest insights

These real estate investments promise real climate impact

Green real estate, impact investment strategies, and private markets allocations can help drive the net zero transformation.

Chart room: Taking stock of warehouse rents

Demand for warehouse space has surged over recent years and could grow further with fewer facilities now being built.

Chart room: Why real estate location is only part of the answer to diversifying investment

Our proprietary analysis shows that diversification worked well for investors in European real estate and why this may change.

Get in touch

Contact the Fidelity Real Estate Team directly:

Adrian Benedict
Head of Real Estate Solutions
E: FILRealEstateInvestmentSolutions@fil.com


Contact your local sales team

Are you a professional investor and would like to know more     about Real Estate and our investment strategies?

See our contact details here

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Risk warnings

  • This material is for Investment Professionals only and should not be relied upon by private investors.
  • The value of investments and the income from them can go down as well as up and investors may not get back the amount invested. 
  • The strategies invest directly in property and land, which can be difficult to sell, so an investor may not be able to sell /cash in this investment when they want to. The value of property is generally a matter of a valuer's opinion rather than fact.
  • These strategies are subject to sustainability risk, which, if it occurs, it could cause an actual or a potential material negative impact on the value of the investments made by the Funds. 
  • Investors should note that the views expressed may no longer be current and may have already been acted upon. Reference to specific investments should not be construed as a recommendation, but is included for the purposes of illustration only.
  • The strategies do not offer any guarantee or protection with respect to return, capital preservation, stable net asset value or volatility.

Important Information

This is a marketing communication. This information must not be reproduced or circulated without prior permission.

Fidelity only offers information on products and services and does not provide investment advice based on individual circumstances, other than when specifically stipulated by an appropriately authorised firm, in a formal communication with the client. 

Fidelity International refers to the group of companies which form the global investment management organisation that provides information on products and services in designated jurisdictions outside of North America. This communication is not directed at, and must not be acted upon by persons inside the United States and is otherwise only directed at persons residing in jurisdictions where the relevant funds are authorised for distribution or where no such authorisation is required.

Unless otherwise stated all products and services are provided by Fidelity International, and all views expressed are those of Fidelity International. Fidelity, Fidelity International, the Fidelity International logo and F symbol are registered trademarks of FIL Limited. 

No statements or representations made on this website are legally binding on Fidelity or the recipient.

FIL Limited assets and resources as at 30/06/2023 - data is unaudited. Research professionals include both analysts and associates.

For German Institutional clients issued by FIL (Luxembourg) S.A., 2a, rue Albert Borschette BP 2174 L-1021 Luxembourg.